THERE IS MORE THAN ONE ANGLE TO YOUR STORY
At Perspective 6 Group, we assess an individual’s financial life from a broad point of view looking at it from all perspectives impacting wealth. Other financial professionals may look only at an individual’s investments. We take a more holistic approach, as we believe that the best solution is clear when viewing all sides of the picture.
Perspective 6 is affiliated with Focus Financial, one of the largest independent firms in Minnesota and in the nation. We offer the benefit of not only our uniquely broad perspective, giving you a higher probability of sustained wealth, but our team of financial specialists allows us to serve you completely, no matter the complexity.
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THE 6 PERSPECTIVES OF WEALTH MANAGEMENT
We design solutions to increase the probability of enhancing and sustaining wealth by addressing all 6 perspectives of wealth management for each client. Cash Flow Plan, Investment Management, Tax Strategy, Liquidity & Debt Management, Risk Protection, Estate & Charitable Planning.
Helpful Content
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
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A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.